People Moves
The wealth management firm has named its next chief fiduciary officer to oversee all fiduciary administration for trust and estate services as its previous fiduciary head is set to retire.
New investment analyst previously served on the retirement system’s board of trustees.
She will lead the development of artificial intelligence and machine learning methods.
Plan’s decision to move all of its fixed-income assets in-house will reduce its annual fees.
She will provide solutions for existing investors, develop new limited partner relationships and execute on communications initiatives.
New v.p. for finance and operations oversees foundation’s finance and accounting functions, fund management and investment support following a search from last year.
Investment analyst will focus on public equity investments, including preparing research on portfolio companies and asset allocation and performing quantitative analysis, financial modeling and qualitative due diligence.